Our advisors combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All advisors must pass comprehensive exams to obtain a license to sell products in your state.
We have individuals licensed to sell insurance products in the following jurisdictions:
Arizona, California, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Virginia, Washington.
California Insurance Licensing:
Victor Iannelli domiciled in NJ, California Insurance Lic. #OB56250
Sherry Raines domiciled in NJ, California Insurance Lic. #OD83245
We have individuals registered to offer securities in the following jurisdictions:
California, Colorado, Connecticut, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina.
We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.